Our Process

Our process is based on four actions that never vary: evaluate, decide, document and monitor. We repeat this process for each of these five key areas of plan management. Whenever significant changes take place with the plan, we repeat the same four-action consulting process.

Documentation is a very important part of the process and is something that plan sponsors highly value. We help you perform the following documentation tasks at each phase – plan design, governance, service providers, investments and education.

Plan Design

Document design requirements and compile all plan documents in a fiduciary audit file

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